How big is Aperio Global, LLC's plan?

Aperio Global, LLC's plan reported $4.4M in assets and 33 participants for 2025.

Original filing (PDF)20260430111105NAL0018325072001

Aperio Global, LLC

Name: Aperio Global, LLC — Aperio Global, LLC 401(k) Plan, Form 5500 (2025)
Creator: Aperio Global, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aperio Global, LLC 401(k) Plan

401(k) retirement plan · Aperio Global, LLC's Aperio Global, LLC 401(k) Plan held $4.4M in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Kathleen McDavitt signed Aperio Global, LLC's 2025 Form 5500 as plan administrator.

Kathleen McDavitt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aperio Global, LLC's EIN is 83-3643563.

EIN 83-3643563

Plan number 001

Plan year 2025

ACK ID 20260430111105NAL0018325072001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Aperio Global, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Aperio Global, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APERIO GLOBAL, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score